Van Carlson of SRA 831 Admin joins Wealth Retention to discuss Captive Insurance, more specifically the 831(b) section of the internal revenue code. In circumstances where business risks are either too expensive to cover by third party insurance providers or otherwise uninsurable, this strategy may be a strong option to consider. Together, Van and David describe the strategy, the pros and cons of its usage, and examples of how it can be put in place.
SRA 831 Admin is a third party administrator based out of Eagle, ID, and specializes in establishing and maintaining 831(b) policies for business owners. Van Carlson is the Founder & CEO at SRA and has over twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.
David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Wealth Retention is a business name used for marketing purposes and is not under common ownership or control with Savvy Advisors, nor is Wealth Retention separately registered as an investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. This material is presented for informational purposes only and should not be considered a recommendation of any particular investment product or as advice, nor does this information constitute a solicitation or offer to buy or sell securities. All investments involve risk, including loss of principal.
Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through Savvy Advisors, Inc. (“Savvy Advisors”), an SEC Registered Investment Adviser. DAI Securities, LLC and Savvy Advisors are separate and unaffiliated entities.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.